LJI Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1988563
Indianapolis, IN
Position in PLTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,491,561
-$1,041,187 QoQ
Shares Held
38,498
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#739
of 2,821 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$109,452
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LJI Wealth Management, LLC holds $11,579,047 across 5 Software - Infrastructure names. PLTR ranks #1 (38.8% of the industry book) .
All Filings in PLTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,491,561 | 38,498 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,532,748 | 37,823 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,696,553 | 37,674 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $109,452 | 600 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $6,981,943 | 38,274 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,390,229 | 39,541 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,345,447 | 39,638 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,006,897 | 39,758 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,554,364 | 41,784 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,033,843 | 40,815 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $814,544 | 47,440 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $777,568 | 48,598 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $745,543 | 48,633 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $427,570 | 50,600 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $294,036 | 45,800 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||